Department of Labor filing

UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER

UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,000

Reported employer contributions per active participant.

Higher than about 31% of comparable plans

#People in the filing

786

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$33 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 84% of comparable plans

↗Investment performance

Not available

Plan assets changed 0.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $1,634 · based on 150 comparable plans

Lower reported administrative expense84th percentileTypical peer $90 · based on 161 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER reported $785,725 in employer contributions across the plan and 786 active participants. That works out to $1,000 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy57%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 62.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 21.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $785,725
Participant contributions: $2,562,992
Other contributions: $76,588
Employer share of reported contributions: 23.5%
Beginning assets: $36,534,264
Ending assets: $36,831,679
Ending net assets: $36,831,679
Ending liabilities: $0
Total income: $7,695,475
Total expenses: $7,398,060
Administrative expenses: $44,292
Participant loans: $950,202

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$615

2023

$945

2024

$1,000

Plan-paid administrative expenses per participant

2022

$27

2023

$29

2024

$33

Active participants

2022

783

2023

805

2024

786

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,000	786	36.8M	20251015142704NAL0009726450001
2023	$945	805	36.5M	20241014094412NAL0025847121001
2022	$615	783	33.5M	20231016170352NAL0051647792001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 581734026-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VALIC RETIREMENT SERVICES COMPANY	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015142704NAL0009726450001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗